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Retirement, estate and succession planning for farmers

Course details

Name: Retirement and succession planning for farmers
Description: A course for farm families interested in succession planning.
Cost: After NSW Government subsidy, $350 incl. GST.
Includes workshop manual.
Course aim: To assist farmers to develop plans for succession and retirement.
Learning outcomes:
  • Develop strategies to keep farm and family together as retirement and withdrawal from the family business draws near 
  • Identify the steps to achieve your financial goals leading to retirement 
  • Develop strategies to avoid or resolve family conflict
  • Develop a succession plan 
Length: 1 day
Course program/structure:
  • Why succession planning? 
  • How to plan for the farm's future 
  • Reviewing business structures 
  • Wills 
  • Retirement planning 
  • Feasibility plans
  • Taxation
  • Dispute resolution
  • Complaints - insurance and superannuation
  • Binding financial agreements 
Resources and method of delivery:

Participants receive the publication Retirement, estate and succession planning.

The course is delivered indoors.

Accreditation: This is a non-accredited course.

 

Upcoming dates

There are currently no registered dates for this course. Please register your interest using the link below.

Contact

MRSC Short Course enquiry officer
Ph: 1800 628 422
or 02 6951 2775
Fax: 02 6951 2620
mrsc@dpi.nsw.gov.au

Application form

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